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Results (4746)
Colin Reid Financial Advisors vs Investors
3 February 2016 | 8 replies

My wife and I have been interviewing financial advisors lately, all CFP's from reputable firms, and all fiduciaries. We've reached a point where we have enough income from our day jobs that we feel we need some help d...

Brian Leppla Financial Advisor Recommendation Please
26 August 2021 | 2 replies

Looking for a point in the right direction. If this should be posted somewhere else let me know.Good day - in need of an advisor, happy to pay the right person.
Situation1. How do I take profits my tour business gene...

Gayle Eisner Real estate financial advisors
8 October 2021 | 2 replies

I have moved from one property to 4 and I am having a hard time with investment decisions.  I attempted to try a financial advisor, but mostly they are interested in if I have any stocks or cash. I am hoping to find s...

Darryl Jennings Financial Advisors Near Boston?
20 January 2020 | 2 replies

Any good recommendations for financial advisors in the Boston area? Anywhere from Boston to the North shore as far as Lowell is of reach to me. I'd prefer a financial advisor who has some cash flowing real estate asse...

Shane Short Financial Advisor - Portland, OR
28 July 2020 | 2 replies

Hello,Does anyone have a financial advisor in the Portland, OR area that they highly recommend? I'd like them to be able to cover a broad range of financial advise including real estate, stocks, retirement planning, c...

Ray Thorsen Fee based Financial Advisor
19 October 2016 | 4 replies

I am looking for a fee based financial advisor who is REI friendly. I need layout my retirement plan and see how my REI will fit in. I am looking for someone the the south east wisconsin area, Milwaukee, Waukesha, Rac...

Nicholas Greene CT Accountant / Financial Advisor
25 July 2019 | 3 replies

Hello,
I am looking for referrals in CT for accountants/tax/financial advisors with decent knowledge of real estate. I am a REALTOR and insurance agent and I would like to make the smart decision of getting a profes...

Juan Rosado Financial Advisor Dallas area
15 April 2019 | 0 replies

Greetings,I am looking for a financial advisor who is also a real estate investor. Please inbox.Thank you.JJR

Bryan Hancock The Wrong Financial Advisor
27 May 2011 | 4 replies

Good stuff:

The Wrong Financial Advisor

Very nice!

Kalin Berger Seeking Financial Advisor Referral
17 July 2020 | 7 replies

Seeking a referral to a financial advisor to help roll over a ~$325k 401(k) into a self-directed IRA with checkbook control, with the aim of acquiring rental property. Looking for somebody with direct experience in t...